This article may be out of date!
Visit the New Knowledge Center

Can I Make it so That The Total Outstanding Balance on my Bill Only Includes The Matter on That Bill?


  • Clients are complaining about their invoice outstanding balance being combined. It is hard to figure out the total owed when you have 3 matters and they are combined. Can I make it so the matters do not combine outstanding balances?


  • Clio Manage

Additional Information:

Yes, you can do so by adjusting the bill themes, as well as making sure that you are generating the bill for the specific Matter and not generating a multi-Matter bill. 

If the Bill is Multi-Matter please read this article: Why Is the Outstanding Balance Amount on a Bill Larger Than I Expect?


To only show the Total Outstanding Balance for a single Matter of a client:

  1. Go to Settings and select Billing
  2. Select the Bill Themes sub-tab
  3. Select the Bill Theme you would like to edit
  4. Select Statement of Accounts
  5. Select Detail of Accounts
  6. Select Show Detailed Statement 
  7. Un-check Include all Clients' Matters 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality